Total Assets Management, Inc.

Total Assets Management, Inc. (CRD# 129050) is a financial advisory firm headquartered in Portland, OR. They manage $3,000,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $75,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Total Assets Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Bruce C. Keller
CRD#: 1454782
15171 Sw Bangy Road, Suite 440, Portland, OR 97035
96
Wealthminder
score

Bruce Keller (CRD# 1454782) is an Investment Advisor Representative working at Total Assets Management, Inc. in Portland, OR and has over 22 years of experience in the finance industry.

2
Harpel W. Keller
CRD#: 2047489
15171 Sw Bangy Road, Suite 440, Portland, OR 97035
63
Wealthminder
score

Harpel Keller (CRD# 2047489) is an Investment Advisor Representative working at Total Assets Management, Inc. in Portland, OR and has over 20 years of experience in the finance industry.

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